+306.5%
IVV vs SNPS
+667.9%
-361.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.4% |
| 7D | -2.7% | -3.7% | +1.0% | -1.5% |
| 30D | -5.4% | -10.4% | +5.0% | -2.3% |
| 3M | -4.1% | +11.0% | -15.0% | -8.4% |
| 6M | +0.7% | -10.7% | +11.4% | +2.6% |
| YTD | +8.7% | -4.1% | +12.8% | +6.9% |
| 1Y | +11.0% | +13.7% | -2.7% | +2.6% |
| 3Y | +75.4% | -8.1% | +83.5% | +55.9% |
| 5Y | +68.3% | +32.2% | +36.1% | +21.9% |
| All | +306.5% | +667.9% | -361.4% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SNPS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling